QuickBI

Reporting

Reporting and tracking key metrics is the lifeblood of any business. The future cannot be influenced without a map of the current situation, the past, changes and trends. Reports bring these to light allowing us to see the links between things and adapt our actions accordingly.

Reports and KPIs are the basis for assessment, forecasting and decision making in all areas of business. Which KPIs are important depends in part on the nature of the business. On this page you will find a comprehensive collection of examples of the most commonly used reports from different teams and departments.

QuickBI consults on all reporting issues, from working with Excel to using BI tools, leveraging APIs, building integrations, and creating company- and industry-specific reports. We help companies get exactly the information they need to make better decisions, understand performance, and realize growth.

Finance

  • Gross margin and gross margin percentage
  • Operating profit (EBIT) and operating margin
  • Net profit and margin
  • Operating expense ratio
  • Working capital
  • Current ratio
  • Quick ratio (acid test)
  • Debt-to-equity ratio
  • Return on assets (ROA)
  • Cash conversion cycle (CCC)
  • Burn rate
  • Accounts receivable
  • Accounts receivable turnover ratio
  • Accounts payable turnover ratio
  • Budget variation
  • Income statement
  • MRR (monthly recurring sales)
  • Average payment time for invoices
  • Customer churn
  • Cash flow forecast
  • Customer lifetime value (CLV)
  • Service/office/material surcharges
  • Capital tied up in inventories
  • Capital tied up in the logistics chain
  • Purchases from different suppliers
  • Activity accounting
  • Warranties for equipment in use
  • Energy costs
  • Energy cost / manufactured product
  • Equipment maintenance costs
  • Capacity utilization (e.g. equipment)
  • Sales rate
  • Billing rate
  • Hourly billing
  • Turnover per employee
  • Average turnover per customer
  • Turnover churn
  • Payroll headcount ratio
  • Mileage allowances per employee
  • Market share

Management

  • Sales by product or service
  • Product profitability
  • Discounts granted
  • Revenue per FTE
  • Sales vs targets
  • Average sales per customer
  • Customer acquisition cost (CAC)
  • Customer lifetime value (CLV)
  • Customer Satisfaction Score (CSAT)
  • Employee satisfaction
  • Pricing vs competitors
  • Operating margin
  • Gross margin
  • Return on Equity (ROE)
  • Return on Assets (ROA)
  • Working capital
  • Current ratio
  • Quick ratio (acid test)
  • Debt-to-equity ratio
  • Budget variation

Operations

  • Order fulfilment cycle time (OFCT)
  • Installation times
  • Delivery in full on time rate (DIFOT/OTIF)
  • Labour vs materials
  • Processes developed
  • Adjustments on schedules
  • Material costs
  • Utilization rates
  • Cash flow
  • Rework rate
  • Bugs in software
  • Customer complaints
  • Customer lifetime value (CLV)
  • Labour utilization
  • Employee turnover rate
  • Employee absence rate
  • Employee training and courses
  • ROI of outsourcing

Sales

  • New inbound leads
  • Response time to inbound leads
  • Lead conversion rate
  • Total pipeline value
  • Sales vs targets
  • Lead to opportunity rate
  • Opportunity to order rate
  • Average order value
  • Average sales cycle time
  • Sales change (month/quarter/year)
  • Shopping cart mean value
  • Number of purchases / customer
  • Abandoned shopping carts
  • Upsales
  • Upsell rate
  • Cross-sales
  • Sales by location
  • Sales funnel metrics
  • Sales activities
  • Outbound calls

Marketing

  • Return on ad spend (ROAS)
  • Campaign ROI by channel
  • Marketing qualified leads (MQLs)
  • Sales qualified leads (SQLs)
  • Cost per lead (CPL)
  • Lead acquisition channels
  • New customers
  • Cost per conversion
  • Conversion rate (by goals)
  • Average order value
  • Total revenue
  • Revenue by product/service
  • Upsell rate
  • Customer acquisition cost (CAC)
  • Customer lifetime value (CLV)
  • Net Promoter Score (NPS)
  • Customer Satisfaction Score (CSAT)
  • Marketing funnel metrics
  • Organic traffic/leads
  • Website traffic
  • Website traffic sources
  • Mobile vs desktop
  • Social media followers/fans
  • Social media followers/fans
  • Influencer marketing reach
  • Newsletter subscribers

Social

  • Social share of voice (SSoV)
  • Reach
  • Impressions
  • Followers/Fans
  • Audience growth rate
  • Share rate
  • Interest rate (likes, reactions, favorites)
  • Response rate (comments, replies)
  • Reach of posts
  • Reach of hashtags
  • Clicks
  • Site traffic from social channels
  • Conversions from social channels
  • Conversion rate of social channels
  • Revenue from social channels
  • ROI of social campaign

Customer service

  • Issues by type
  • Most active support employees
  • Cost per conversation
  • Customer Satisfaction Score (CSAT)
  • Net Promoter Score (NPS)
  • Positive customer reviews
  • Google reviews
  • Customer effort score (CES)
  • Customer retention rate
  • Support costs vs revenue
  • Knowledge base articles
  • SLA monitoring
  • Warranty returns
  • First response time (FRT)
  • Average response time
  • Average resolution time
  • First contact resolution rate (FCR)
  • Answered calls vs missed calls
  • Response time
  • Call duration
  • Waiting time
  • Queuing time
  • Longest calls
  • Response rate
  • Answered calls / target time
  • Reach rate

Service production

  • Customer demographics - age/size/industry...
  • Customer demographics - geographic location
  • Tickets monitoring
  • Recalls
  • Customer message conversions
  • Sales and resourcing by weekday and hour

Project Management

  • On-time completion rate
  • Milestones on time rate
  • Estimate to project completion
  • Adjustments to schedule
  • Planned hours v. actual hours
  • Resources used
  • Planned budget vs actual budget
  • Budget iterations
  • Planned Value (PV)
  • Actual Cost (AC)
  • Billable hours
  • Time spent on projects
  • Project ROI
  • Errors
  • Customer complaints
  • Change requests

HR

  • Labor cost per FTE
  • Labor cost revenue percent
  • Revenue per FTE
  • Human capital ROI (HCROI)
  • Full-time/part-time ratio
  • Worker composition/diversity
  • Manager quality index
  • Employee satisfaction
  • Length of employment relationships
  • Promotion rate
  • Employee time tracking
  • Overtime work hours
  • Sick leaves
  • Absenteeism rate
  • Employee retention rate
  • Voluntary turnover rate
  • Vacancy rate
  • Successor gap rate
  • Internal mobility
  • Resignation/retirement rate
  • Retirement rate forecast
  • External hire rate
  • ROI of outsourcing
  • Recruiting expense per new hire
  • Recruiting funnel metrics
  • Employee training and courses
  • ROI of training
  • HR functional cost per employee

IT

  • Support tickets total
  • Open support tickets
  • Ticket resolution time
  • Reopened tickets
  • Support employees per end users
  • Total of projects
  • Projects on budget
  • Uptime percentage
  • Average time between failures
  • Average time to repair
  • Server downtime
  • Security related downtime
  • Critical bugs
  • Costs vs revenue

Book a reporting consultation

Wondering what KPIs your company should track - and what would be the best way to do it? Make an appointment for a free consultation session.

Questions about reporting?

If you have any questions regarding your reporting and how to develop and improve it, you can also contact us by phone or form.